HOMZ News and Press, Hoya Capital Housing From 10/26/23

2023-10-26 08:29:00 ET Summary Political Calculations' initial estimate of the market capitalization of new homes sold during the month of September 2023 is $30.62 billion. While September 2023's market cap is approaching the nominal, non-inflation adjusted peak from the housing b...

2023-10-26 02:45:00 ET Summary What homebuilder PulteGroup said about mortgage-rate buydowns. Homebuilders have figured out this market, homeowners have not. To sell new houses in this 8% mortgage environment, homebuilders – whose stocks have gotten battered since August &#...

2023-10-25 23:25:00 ET Summary The Halloween Strategy is a market-timing strategy based upon investing in stocks from Oct. 31 to May 1. The S&P 500 declined 4.8% in September of this year, which, according to S&P Global, marked the 53rd time since 1928 that the S&P was...

2023-10-25 08:30:00 ET Summary The Boyar Value Group's mission is to search or value on behalf of our clients. In essence, we are trying to buy a dollar for fifty cents. The stock market experienced a rally in the first half of the year but ended the third quarter with a decline o...

2023-10-25 02:35:00 ET Summary We will focus on the apartment sector in the U.S. and Europe, with an emphasis on the moderately priced, or affordable segment of the market. Over the past 12 months, demand for apartments has remained near record levels across key strategic markets ...

2023-10-24 21:00:00 ET Summary A frequent point of discussion this year has been breadth, or more specifically, the massive impact of mega caps on the market-cap-weighted S&P 500's year-to-date performance. We often use the 10-day advance-decline (A/D) line to measure how brea...

2023-10-24 09:05:00 ET Summary The trajectory of the S&P 500 dropped below both the dividend futures-based model's redzone forecast range and its 200-day moving average. It's useful to ask if that is an outlier event or a warning signal indicating order is breaking down in the...

2023-10-24 02:05:00 ET Summary The LERI shows corporate uncertainty increasing to its highest level since the pandemic, in line with what CEOs have been sharing on Q3 calls. This week 1,695 companies are expected to report for Q3, 160 from the S&P 500. Potential Surprises ...

2023-10-23 20:10:00 ET Summary S&P 500 earnings yield (EY) is at a 6-month-high, and 4 big tech names are scheduled to report this week: Microsoft, Alphabet, Meta and Amazon. When Microsoft reports their fiscal Q1 ’24 results after the close Tuesday night, October 24th,...

2023-10-23 15:32:00 ET Summary Two big things happened to the S&P 500 (Index: SPX) in the past week, as the index fell to 4224.16 through Friday, 20 October 2023, a 2.4% week-over-week decline. The first big thing to happen was a surge in the yield of the 10-year U.S. Treasury...